Mariner Institutional, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Mariner Institutional, LLC is an institutional investment and retirement plan consulting firm that provides investment and fiduciary advisory services to various types of institutional plans, including traditional plans and defined contribution plans. Mariner Institutional also services a limited number of retail accounts, primarily from legacy relationships or acquisitions. The firm assists clients with investment policy development, asset allocation and liability modeling analysis, manager research, ongoing performance monitoring, and trustee education. Mariner Institutional operates as a wholly owned subsidiary of Mariner Wealth and offers both discretionary and non-discretionary consulting services. Because the firm's primary focus is institutional consulting and retirement plan management rather than individual wealth management, investment management fee schedules for individual retail accounts are not applicable.

Assets Under Management$2.8B
Clients59
Advisors17
Avg. per Client$48M
Avg. per Advisor$170M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

17 Advisors at this firm

Mariner Institutional, LLC - Fees, AUM & Advisors | TrueAdvisor